+180.1%
GVAL vs VOO
+315.3%
-135.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.4% |
| 7D | +2.6% | -0.4% | +3.0% | +2.9% |
| 30D | +4.5% | -1.4% | +5.8% | +5.5% |
| 3M | +13.5% | +3.7% | +9.8% | +10.4% |
| 6M | +21.3% | +13.0% | +8.2% | +10.8% |
| YTD | +27.9% | +12.4% | +15.4% | +17.3% |
| 1Y | +40.2% | +18.6% | +21.6% | +23.5% |
| 3Y | +127.9% | +78.1% | +49.9% | +46.5% |
| 5Y | +108.0% | +82.3% | +25.7% | +29.9% |
| 10Y | +180.1% | +322.5% | -142.5% | -14.0% |
| All | +180.1% | +315.3% | -135.2% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling